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| From version 2.0 of ContactWorld for Salesforce (CW4SF) onward, if enabled and configured for your account, you open a Salesforce record in the following way. In previous versions, or if not enabled, for information on opening Salesforce records, see Opening a Case record relating to a call (legacy). |
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| If the caller's number is matched to a single record in Salesforce, a link to the record When an inbound call arrives, a Call Info link appears in ContactPad. If you are working in the using Service Cloud, the record the Call Info page pops automatically. If you are working in the Sales not using Service Cloud, click the record link. The record opens in another click Call Info to open the page in a new browser tab or window . |
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, depending on your browser configuration. For information about the page that pops or opens when you click Call Info, see Salesforce record display and popping in ContactPad. If the caller's number is matched to multiple records in Salesforce, and the popped or opened page displays a list of matched records appears in ContactPad. Select the record you want , click to open in the list: If you are working in the Service Cloud, the record you select pops in the Service Cloud window.If you are working in the Sales Cloud, the record opens in another browser tab or windowrecord that you require. |
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If the caller's number is not matched to a record in Salesforce,
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and the popped or opened page displays a no matches message pops or opens, to find the required record, use the standard Salesforce Search box. Type the caller's name and
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click Search. If a record or records are located, a list containing the matched record or records appears. Click the record you want to open
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The record that you find using a manual search will not be linked to the call. | Section |
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| To link this record to the call click Log a Call. A message appears informing you that the call is not linked—click the button below the message to link the call with the record. |
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| titleBGColor | #3a88c8 |
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| borderStyle | solid |
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| title | In this section |
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div#children-section.pageSection
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